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Sage ERP X3

2.
Authorized Reseller: TRIVALENT SOLUTIONS INC
Gear up
Contents with Sage ERP X3
The need to manage increasing volumes of information, with less time
and resources, represents a major challenge for your company today.
The cost efficient solution to this is an ERP (enterprise resource planning)
system, where you can integrate all your management processes into a
Gear up single, coherent information system. The ERP system organizes all
with Sage ERP X3 internal flows while monitoring exchanges with all your external partners,
including your customers, suppliers and subcontractors. The ERP
approach achieves unequalled speed and reactivity throughout your
Streamline operations 4
organization, and represents a strategic choice for developing the
Enhance collaboration 6
competitiveness of your company.
Improve business insight 8
Reduce costs 9 Sage ERP X3 combines all the advantages of ERP performance, while
Grow your business 10 maintaining simplicity and flexibility, principles on which the success of
Go international 12 Sage Business Management solutions for medium-sized and large
companies is founded:
Sage ERP X3 Simple, fast integration irrespective of the configuration of
for your industry your organization (decentralized units, international
Process manufacturers 14 subsidiaries, etc.) and your existing information system;
User-friendly ergonomics ensuring fast start-up for all users;
Discrete manufacturers 15
Simplicity in terms of adaptation and personalization in line
Distributors 16 with the processes specific to your organization and
business activity;
Main features Flexibility and the ability to evolve in step with the growth
and the new requirements of your company;
Technology 17
Lightweight, easy to administer IT infrastructure.
Manufacturing 17
Sales 17 Control, speed and flexibility: these are the major advantages you obtain
Inventory 18 with Sage ERP X3. To fully benefit from your resources and develop your
Purchasing 18 growth potential in your domestic and international markets, you can
count on the reliability, responsiveness and open approach of Sage ERP
CRM 18
X3 in the short and long term.
Finance 18
Over 1,900 companies − with 20 to more than
1,000 users − rely on Sage ERP X3 for their
daily operation worldwide.
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3.
Authorized Reseller: TRIVALENT SOLUTIONS INC
Sage ERP X3 software integrates all your information and business processes
within one single software system. Extensive functional coverage and full data
integration within Sage ERP X3, coupled with a powerful workflow engine as
well as easy-to-use reporting and business intelligence tools, give your
company real-time control and visibility over its activities and improve
decision making in each of the key areas supported by the system.
Sound technology choices:
Web native/SOA architecture
Windows, Unix or Linux operating system
Windows, VT terminals and/or web client
Scalable multi-tier architecture benchmarks up to 1,200 users
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Streamline operations
Integrate all company management
To ensure the enhanced efficiency of your company, the Sage ERP X3 system shares all information now required
for company management in a single database. Its extensive integrated functional coverage allows you to manage
accounting, purchasing, sales, inventory, customer relationship and manufacturing concurrently, within one
coherent global environment.
When you load information in the system it is distributed throughout the company: an order issued has an
impact on stock levels, production, accounting, etc. The information is present in real time wherever it is needed.
This means no need for re-entry, no time lost, fewer errors, reliable and coherent data.
Also, the system’s seamless integration with Microsoft Office allows users to export and manipulate data in
Office standard format, without losing the accuracy and consistency provided by the single, up-to-date database
of the ERP system. Office documents (images, video, Excel or Word documents ...) may be created or modified
within the context of your ERP operations and are stored in the Sage ERP X3 database as part of your enterprise
data.
Optimize your resources
Process integration
With Sage ERP X3, you will obtain the fullest Common reference system for the
benefit from your resources, know-how and whole company
expertise in each management field. The range of Horizontal approach to management
flows
Sage ERP X3 modules offers an extensive choice of
standard functions. Data integration
Simple analysis
When required, each function can be adapted to Efficient coordination tool
user preferences and work practices with the powerful Seamless management of Microsoft
parameterization wizards embedded in Sage ERP X3. Office documents within the ERP
Each member of your staff is provided with an efficient system database
tool fully adapted to his or her particular requirements. Technology integration
Coherent system for implementation
of all management functions
Control processes with the Rapid learning curve
workflow engine Integrated e-business
Effective communication with all
Some information must be processed rapidly and
company partners
under controlled conditions. This is why Sage ERP X3
Flexible and reactive operation
gives you the ability to manage some of your
company’s procedures electronically and simplify all
your traditional paper-based and task-intensive
processes. Its workflow system makes it possible to launch information – either inside or outside the organization
– follow-up actions, warning and validation cycles on the basis of any event in the system, and according to their
own rules and procedures for handling key and exceptional events.
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Authorized Reseller: TRIVALENT SOLUTIONS INC
For example, when a new purchase order is entered into the system, you can ask Sage ERP X3 to immediately
inform a particular buyer according to the type of order, and also automatically warn a manager if it exceeds a
certain amount and prohibit the process from continuing without validation, if appropriate. Thanks to the
workflow engine, the electronic signature process and data traceability are flexible. Therefore, you simplify and
secure control over your activities.
Guaranteed flow control and traceability
Business is subject to increasing legal constraints
related to security and traceability: financial security,
the Sarbanes Oxley Act, FDA rules, etc.
For effective security administration, Sage ERP X3
makes it possible to control access to the functions,
actions, on-screen fields and data, by user, group of
users or profile. The web connection via HTTPs
makes it possible to encrypt data traveling over the
line. One can define constraints for password length
and renewal, lock users attempting to intrude,
disconnect inactive users at the end of a configurable
period of time. Sage ERP X3 provides users with customizable work
procedures in graphical view and one-click access to the
underlying system functions.
For traceability, one can activate various tracking
levels based on users, and define alerts via workflow
on any specific event. Signature processes are included standard, in particular for purchases, budgets, payment
slips, etc. The traceability of modifications to sensitive data can be configured to activate directly on the database
level. Details of the modifications can be traced.
The workflow engine also enables users to:
Trigger an event (initiate processing, send e-mail, etc.) based on user actions such as printing,
creating new records, editing, deleting data or based on the result of a database inquiry,
Trigger the dispatch of e-mails (including attachments), allowing recipients to take action
by simply clicking on the embedded option buttons and/or by returning in one click to the
ERP entry that triggered the message,
Provide users with work schedules based on customized processes or workflow circuits, and
Trigger workflow circuits based on batch processes such as data imports or exports.
"Before we integrated Adonix X3, we had to price products for our customers manually. Now we can pull up pricing in one
system instead of two as we did in the past.”
− Melissa Matthews, Vice President of Distribution, Sonnax
Bellows Falls, VT
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Enhance collaboration
Facilitate access to information
All users can access Sage ERP X3 functions through their web browser, in just the same way as in traditional
client-server mode. So, wherever they are located, each member of your staff can log onto the company's
information system. The user obtains immediate access to the information required, without delay and under
secure conditions, from any computer with internet access. For example, reps can monitor and document the
business deals of their customers or issue orders from an exhibition stand.
You can also open a new regional branch and hook it up to the company's existing management system without
the need for any special infrastructure.
Explore new opportunities with partners
Your reactivity also depends on your ability to ensure that your privileged partners (loyal customers, suppliers,
principals, etc.) can access your information system easily. Sage ERP X3 does more than just manage business
transactions. It can help optimize each key business process both internally and outside the walls of a company.
With Sage ERP X3, you can provide remote access to certain functions of your information systems round the
clock. You can also connect a sales solution to your ERP system on-line.
While Sage ERP X3 supports traditional external information flows with key business partners via electronic data
interchange (EDI), its e-business approach provides additional choices for connecting the system to key
business partners:
Sage ERP X3's web-native architecture makes it possible to work via the Internet with customers and
suppliers, ensuring time and productivity savings for both the company and its partners. By setting
up a secured extranet connection with key business partners, a company can easily extend Sage ERP
X3 system access to processing certain business transactions and information, making it easy for
companies to conduct business and helping to ensure customer loyalty and retention.
Sage ERP X3 allows you to publish ERP objects, object lists and sub-programs through web services
that will make them accessible to external applications such as:
− A web storefront creating orders into your ERP system,
− Enterprise applications other than Sage ERP X3,
− PDA applications,
− Etc.
Sage ERP X3 web services fully comply with the public Web Service Protocol and support all the
standards (XML, UDDI, WSDL, SOAP, etc.) as part of the development toolset.
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Authorized Reseller: TRIVALENT SOLUTIONS INC
By making use of the Xtend e-Commerce toolset (sold separately), companies can connect with
business partners in other ways. For example, Xtend e-Commerce seamlessly connects Sage ERP
X3 to a web storefront without the need for programming. The Sage ERP X3 back office system
automatically processes orders and other transactions based on pre-defined rules and conditions and
interactively communicates inventory commitments, prices and credit approvals back to the Web user.
A communicative architecture
Authorized users may access Sage ERP X3 functions and data in the same fashion on the
customer’s choice of Windows, web mode and local and extended networks, including secure
http mode. A dedicated interface to portable terminals for decentralized bar code entries is also
available. The user-defined Webtop allows users to monitor their key business indicators and
activity as well as to access external services online or widgets, and to display RSS feeds. The
service-oriented architecture of Sage ERP X3 also allows the publication of web services for
e-commerce solutions, collaborative applications with partners and staff and/or data exchange
with other software packages.
"One of our primary objectives was to better integrate our business partners with our internal systems, and they already have
full and immediate visibility into orders and are planning their workloads accordingly.”
− John Babcock, Vice President, Satellite Industries
Plymouth, MN
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Improve
business insight
Get the most from your information with end-user friendly decision support tools
To help your employees make fully-informed decisions, Sage ERP X3 provides relevant and up-to-date
information through several decision-making tools.
The Sage ERP X3 user portal enables each user to create a personalized management chart for real-time tracking
of the indicators most pertinent to his task. General or detailed information appears in the form of graphs, tables
or organized in a calendar, with links making it possible to follow the entire security audit trail up to the information
details. Based on an indicator in the management chart or any inquiry screen, users can go back, through
successive zooms, to detailed information or support items, which explain a given result. Research that used to
require several hours, and sometimes the involvement of several people, is now accessible in a few clicks.
A dedicated function makes it possible to define a statistical base including data compiled on the basis of
several criteria (1 through 8), by enabling them to be viewed through successive zooms up to the finest detail, for
all data in the base. The results of the aggregate calculated in this manner can be published on the portal.
For accounting reporting and simulations, Sage ERP
X3 provides a financial management chart generator.
Here again, a set of management charts (balance
sheet, income statement, intermediate management
balances, etc.) are delivered preconfigured standard.
For all editions, Sage ERP X3 integrates the Crystal
Reports™ statement generator and provides a
library of nearly 400 reports: general ledger,
balances and daily account activity, invoices,
delivery orders, packing lists, shop packet, labels,
inventory statements, analyses and lists can be used
The Sage ERP X3 portal displays user-defined,
directly.
actionable business indicators.
Drag-and-drop business intelligence for users
Sage ERP X3 also integrates a powerful business intelligence tool (optional), adding flexibility to your analysis.
Powered by Business Objects™ technology, it provides end users with insight through self-serve information
access, data exploration and interactivity. Users can ask spontaneous and interactive business questions of your
company’s data. The standard Sage ERP X3 business intelligence universe offers a comprehensive set of
business analysis dimensions that can be easily adapted and/or enriched to fit one’s particular needs.
"With improved visibility into real-time information comes the ability to manage exceptions better and adjust quickly to
meeting changing customer needs."
− Daniel Schildge, Vice President, CRP Industries
Carteret, NJ
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Reduce costs
First class functionality at a low cost of ownership
Providing mid-sized companies with the best functionality in their industry, while dramatically reducing the costs
usually associated with ERP systems, has been the base roadmap for Sage ERP X3's successive releases for
almost a decade. The result is one of the most cost-effective and coherent ERP packages for mid-sized
businesses, integrating best-of-class features in accounting and financial management, sales, purchasing,
inventory management and manufacturing.
Reduce installation costs
From the start, Adonix reduces your costs by offering you software that adapts to your enterprise without requiring
custom developments and months of professional services. Designed to meet your constraints in terms of time,
budget and organization, Sage ERP X3 places the emphasis on simple operation and flexibility. It has been
developed to minimize both costs and installation time by making the most advanced features a standard and
simplifying – not impoverishing – parameterization to fit your unique needs.
Sage ERP X3 adapts to a pre-existing IT environment without inducing major upsets and adjusts to the management
procedures and methods of your company. The integrated data import/export engine allows data recapture,
automated interfacing and data feed to third-party tools. It can be configured and integrates over 100 predefined
recapture models: databases, inventories, balances, budgets, rates, etc. ASCII and Unicode formats can be used.
Sage ERP X3 does not require major human or financial investment. Initial budgets and completion times are met,
and users can continue to work normally during installation of your new system.
Reduce operating costs
Sage ERP X3 does not require a large IT team to operate. Not only does its robust design ensure the serenity of
day-to-day operations, but particular attention has been paid to Sage ERP X3 ergonomics, to ensure daily
optimum productivity and working comfort for your staff. It is highly user-friendly, and a new user usually requires
just a few days of training to master this highly intuitive product.
Reduce recurring costs
Sage ERP X3 easily evolves with the growth and new requirements of your enterprise. Its integrated design makes
it easy to activate new functions when you need them, connect new users to the system or quickly provide a new
branch with a fully operational management system without the need for custom interfaces. Plus, Sage ERP X3
gives your company the benefit of constant software improvements by a simple and secure update procedure,
with the system itself ensuring the distribution of the modifications across all the connected workstations.
“With Sage ERP X3, we gained more functionality than comparable Tier 2 systems and could afford to license all our potential
users. Although we expanded our system, it is so easy to manage, we are able to do this without additional IT resources.”
− Michael Stern, Director of Systems and Procedures, Sconza Candy Company
Oakland, CA
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Grow your business
Grow at your own pace
Because your management system should always support your business strategy, not hinder it, we designed
Sage ERP X3 software to provide your business with more control and flexibility. You can deploy all or part of the
Sage ERP X3 functions (finance, sales, CRM, manufacturing, purchasing and inventory management) according
to your requirements, one step at a time. All functions are integrated into the system: you simply activate them
as you need them, without having to start a new project from scratch.
In the same way, you can implement your ERP system in a single location and for a limited number of users first,
and then progressively connect new users, either locally or remotely in the same way. Sage ERP X3 scales from
10 to 1,000 users and benchmarks up to 1,500 concurrent users!
Change platforms without changing users' habits
Sage ERP X3’s open technology design provides full independence between the functional and the technical
layer. No matter what platform you choose today, your company can choose to change operating environments
with no consequences for its management system.
Sage ERP X3 works equally well in web and/or client-server architecture and with most standard environments:
Oracle or Microsoft SQL Server databases, Windows, Unix or Linux operating systems.
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Adapt the system to your changing environment
Who knows what your business will be tomorrow? By choosing Sage ERP X3 software, you ensure that your
existing and future business processes will be supported by your management system. Simple parameterization
of the system allows you to change or define new information flows and procedures very quickly, without
additional development. But, should the need arise, the provided development toolset also allows you to create
a fully customized routine.
Sage ERP X3's open architecture makes it easy to connect new applications to your system when growing. For
example, an Adonix customer who wanted to expand its business online in addition to its traditional channels
simply connected a web storefront to its ERP system using the Xtend e-Commerce component. The company
achieved a total ROI after only nine months, and most of all, took advantage of the seamless integration with its
Sage ERP X3 system to keep full control of the inventory, shipping and invoicing process.
The Sage ERP X3 development toolset
Sage ERP X3 offers the possibility of integrating custom developments without altering the
standard functions’ ability to evolve. Realized with the aid of the development toolset, these
developments can be integrated into the standard product and activated or deactivated at will.
They are reusable and permanent, even when the software package version changes. The
development toolset is provided as part of the core Sage ERP X3 offering.
”Sage ERP X3 offered the best combination of functionality, technology, value and implementation methodology of the
systems we evaluated. And, it had the flexibility and scalability we needed to support our expansion and evolving
business model.”
− Terry Steinberg, Vice President & CIO, Aceto
11 Lake Success, NY
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Go international
Built-in international capabilities
Designed to fit flexible mid-sized organizations, Sage ERP X3 is the system of choice for multi-national
companies developing their business in several countries without investing in a complex and costly global
management system.
Sage ERP X3 supports multiple languages, currencies, companies, sites and legislations so you can run a
sophisticated multi-site planning and distribution business in a multi-country environment as easily as a single
domestic implementation. Each user can work in his own language on one single system. Sage ERP X3 also
handles multi-lingual data based on the third party to whom they’re addressed (titles of articles, invoice text, etc.).
Easy multi-country set-up
The application is available in eight languages and legislations – including USA, UK, France, Italy, Portugal, Spain,
Argentina and China – allowing users to access the system in their own language wherever they are.
Country-specific parameters, such as legal and market requirements, are centralized to offer a single solution.
Sage ERP X3 makes it easy to share common data and processes between different foreign sites or subsidiaries,
while respecting their own specific usages and business rules.
Quickly operational
Sage ERP X3 provides country delivery sets
including standard pre-settings to speed-up the
implementation process in a new foreign site.
Moreover, as a simple internet browser is sufficient
for an authorized user to run the application, Sage
ERP X3 allows your company to quickly provide a
new office or plant with a fully operational
management system without investing in costly IT
infrastructure.
The scalability of the application allows you to Sage ERP X3 is available in eight languages
and legislations, including Chinese.
organize a progressive international deployment,
fitting your regional and/or functional priorities.
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Worldwide support dedicated to mid-sized companies
Sage ERP X3 is a solution developed and distributed worldwide by the Sage Group, a leading supplier of
business management software and services to more than five million small and mid-sized customers. The
company operates in 35 countries, providing the best local support to each customer.
To best serve mid-sized multi-country customers, our teams are not over-sized, nor under-sized but "human-
sized": whether your project is centralized or locally-driven, you will find a Sage team able to support all of your
branches locally as well as to provide you global assistance and reporting.
"With Sage ERP X3, our company's information base is centralized and no longer scattered across the world. The
subsidiaries continue to be autonomous, but their data and management tools are more local."
− Jean-Claude Lange, IT Manager, Pébéo
Lyon, France
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Sage ERP X3 for your industry
We designed Sage ERP X3 to provide your company with both best-of-class standard management features and
in-depth process parameterization capabilities, while remaining easy to parameterize and avoiding heavy custom
developments. The result is a range of configured offerings, covering the standard requirements of your industry
as well as being easily adaptable to your company's specific organization.
Sage ERP X3 for process manufacturers
Sage ERP X3 Process addresses the unique and specialized needs of mid-sized process manufacturers in Food
& Beverage, Chemicals, Cosmetics, Pharmaceuticals and related industries. In addition to the standard Sage
ERP X3 manufacturing, distribution, CRM, warehouse management and accounting functions, the Process Suite
includes extensive industry-specific capabilities.
The system provides complete forward and backward lot traceability for each ingredient and finished
good. A full audit trail and archive of historical transactions is maintained for multi-year periods. Electronic
signature processes are also included within the standard offering. Further, Sage ERP X3 Process
software provides a fully-integrated quality
control process that can rigorously enforce
inspections to assure item conformance to any
required characteristics, operational tolerances
or expected results.
Inspections can be conducted at key event
points at any stage of the production and
packaging processes. Suspicious items or
those that fail any inspection rules are
automatically quarantined and designated for
further inspection or disposal. The rules-based
orientation of Sage ERP X3 software assures
blockage of any item from being used if it Production Cost Inquiry
doesn't have an acceptable quality status.
A unit of measure conversion engine helps
manage the complexities in dealing with metric
measurements or conversions from liquids to
solids or gases to liquids. Sage ERP X3
Process includes functionality such as formula
management, potency, by-products, multiple
packaging units per product, shelf life and
e-signatures, and complies with FDA regulations
(HACCP, CFR 21 Part 11, Bioterrorism Act, etc.).
Drag and Drop Graphical Scheduler with Optimization
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Authorized Reseller: TRIVALENT SOLUTIONS INC
Sage ERP X3 for discrete manufacturers
Sage ERP X3 Discrete addresses the needs of mid-sized discrete manufacturers in Industrial and Consumer
Goods, Medical Devices, Paper and other Hard Goods Industries. The system supports a variety of manufacturing
modes including make-to-order, configure-to-order, assemble-to-order, make-to-stock and mixed-mode
environments.
It includes all manufacturing, distribution and accounting functions that drive the industrial manufacturing
organization in addition to offering a sophisticated finite capacity planning tool to help optimize shop floor
scheduling.
Hard goods manufacturers can also make use of Sage ERP X3's product configuration capabilities to vary finished
products according to customer-specific requirements, or utilize the kit assembly features to bundle finished
goods together prior to final delivery to the customer.
Hard goods manufacturers often require additional support for their distribution operations, particularly in the
areas of warehousing and logistics. For example, Adonix clients have achieved immediate benefits from
seamlessly connecting Sage ERP X3 Discrete to data collection equipment such as radio-frequency devices, both
on their shop floors and in their warehouses. Unlike other bolt-on solutions, Sage ERP X3 Data Collection is
available right out-of-the-box as a pre-packaged solution that includes Adonix software, middleware and
industry-leading data collection hardware.
In addition to classic APICS-related functionality such
as MPS and MRP, Sage ERP X3 provides additional
functionality to help handle complex challenges
related to both infinite and finite capacity
management. Finite capacity planning can be done
automatically by using the powerful integrated
optimization tools that help resolve bottleneck areas
according to user-defined constraints. Capacity
planning capabilities provide an ideal tool for planners
to compare loads on work centers imposed by
existing and proposed work orders, taking into
consideration the associated capacity of each work Finite Capacity Load Leveling
center and work order due dates.
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Sage ERP X3 for distributors
Sage ERP X3 Distribution is designed to meet the needs of wholesale distributors and the distribution arms of
manufacturers. The system ideally suits wholesalers that purchase goods for resale to end-user customers or
other sources within their supply chains. It is equally effective in managing the distribution and warehousing
function of dispersed manufacturing firms, particularly those who manufacture products overseas, but distribute
products via sales and distribution locations in North America.
The system includes features like warehouse management, flexible inventory sourcing and allocation, line item details,
sophisticated pricing and promotion management, logistics, customer relationship management and after-sales
service, all critical areas in helping wholesalers and distributors to control costs and better service customers.
T h e s o f t w a re s u p p o r t s m u l t i - n a t i o n a l
requirements that are especially important in
mixed manufacturing and distribution
environments, particularly for managing multiple
currencies, languages, legislations and sites.
Companies requiring robust importing
functionality can make effective use of Sage
ERP X3's sophisticated inventory allocation
routines against incoming shipments, in
addition to having automated landed cost
calculations.
Inventory Available to Promise
Adonix Shipping is an optional add-on module
for companies distributing high volumes of
small packet shipments in multi-carrier
environments. With features like rate-shopping,
web-based shipment tracking and automated
customer e-mail shipment notifications,
distributors can better service customers and
save money in shipping costs.
Sage ERP X3 Data Collection is also available
as an option to seamlessly connect the Sage
ERP X3 software to data collection equipment
such as radio-frequency devices.
Customer Risk Analysis
For online merchants, Xtend e-Commerce
facilitates the connection of your ERP software
applications to dynamic company websites,
without the need for heavy programming or
custom development.
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